+1,876.8%
SMH vs DAL
+126.9%
+1,749.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +4.3% | +0.8% | +3.5% | +4.0% |
| 30D | +0.9% | -11.7% | +12.6% | +5.4% |
| 3M | -2.8% | -2.7% | -0.1% | -2.0% |
| 6M | +45.6% | +30.7% | +15.0% | +31.6% |
| YTD | +59.5% | +14.4% | +45.1% | +50.3% |
| 1Y | +93.4% | +31.2% | +62.2% | +72.9% |
| 3Y | +287.1% | +99.4% | +187.7% | +186.8% |
| 5Y | +338.0% | +98.6% | +239.5% | +217.2% |
| 10Y | +1,876.8% | +135.0% | +1,741.8% | +1,290.7% |
| All | +1,876.8% | +126.9% | +1,749.9% | +1,290.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling